Find FCA registered Financial Advisers Near Me in EC4M 5
We have found 2130 relevant financial adviser firms within 30 miles of EC4M 5. Showing page 1 of 142.
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Consilium Financial Management
- FCA reg no.
- 616512
- FCA authorised date:
- 28/02/14
Established in 2014, Consilium Financial Management is a financial advisory firm offering expert advice across the full spectrum of financial planning matters, including Inheritance Tax, savings and investments, pensions, protection, retirement and later-life planning. The company’s founder, ... read full company profile- ✔1 Financial Adviser
- ✔Min Pension Savings: £50,000
- 🪧0.5 Miles
- 📍London
- 🏢
Westminster Wealth Management LLP
- FCA reg no.
- 490519
- FCA authorised date:
- 12/12/08
Westminster Wealth Management brings together a wealth of experience from across the financial services sector. As a fully independent financial advisory practice, we pride ourselves on offering exceedingly high levels of personal service. This has resulted in long-term relationships with our cl... read full company profile- ✔50 Financial Advisers
- ✔5 Mortgage Brokers
- ✔Min Pension Savings: £200,000
- ✔Min Assets: £200,000
- 🪧0.6 Miles
- 📍 London
- ✔1 Financial Adviser
- 🪧1.2 Miles
- 📍London
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Ewart & Bridgeman Advisers
- FCA reg no.
- 439695
- FCA authorised date:
- 20/09/05
Ewart & Bridgeman Advisers is a successful and long-established Senior Partner Practice of St. James's Place. We serve the financial needs of individuals, attorneys, trustees, business owners and families throughout the UK. Peter Ewart was invited to join St. James's Place (formerly J. Rothschi... read full company profile- ✔3 Financial Advisers
- ✔Min Pension Savings: £100,000
- ✔Min Assets: £200,000
- 🪧3.1 Miles
- 📍London
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Balance Financial Planning
- FCA reg no.
- 1005927
- FCA authorised date:
- 12/12/23
HOW WE HELP At Balance Financial Planning we know building wealth is a gradual process, so it’s even more important you make well-informed decisions on how to keep it working for your future. Understanding your financial options can be challenging and sometimes overwhelming. Whatever your goa... read full company profile- ✔1 Financial Adviser
- ✔Min Pension Savings: £50,000
- ✔Min Assets: £50,000
- 🪧14.7 Miles
- 📍Claygate
- ✔Min Pension Savings: £100,000
- ✔Min Assets: £100,000
- 🪧23.3 Miles
- 📍London
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Fairview Financial Management LTD
- FCA reg no.
- 976151
- FCA authorised date:
- 20/05/22
5* Rated Independent Financial Advisers in Rayleigh, Essex. We provide straight-talking, no-nonsense, independent financial advice, wealth management and financial planning. This includes expert, unbiased advice on; investments, pensions, inheritance tax planning, mortgages and protection i... read full company profile- ✔1 Financial Adviser
- 🪧30.6 Miles
- 📍Rayleigh
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Shinfield Financial Planning
- FCA reg no.
- 1024843
- FCA authorised date:
- 05/02/25
Thanks for looking at my profile. With my many years of experience (30 years +), I help my clients achieve financial independence, through efficient tax mitigation, wealth creation/preservation and retirement planning solutions. I work through the Quilter Network as an appointed representative ... read full company profile- ✔1 Financial Adviser
- ✔Min Pension Savings: £300,000
- ✔Min Assets: £300,000
- 🪧37.3 Miles
- 📍London
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Bluezone Capital LTD
- FCA reg no.
- 743512
- FCA authorised date:
- 01/11/16
Bluezone Capital Ltd is a London-based, FCA-regulated financial firm specialising in investment advice, pensions retirement, and insurance services. Known for their client-centric approach, they offer professional, tailored financial guidance.- ✔2 Financial Advisers
- ✔1 Mortgage Broker
- 🪧0 Miles
- 📍London
- 🏢
RACHMAS FINANCIAL MANAGEMENT LTD
- FCA reg no.
- 941341
- FCA authorised date:
- 07/05/21
London-based RACHMAS Financial Management Ltd offers tailored financial solutions including life insurance, investments, pensions retirement advice, and comprehensive financial planning to both individuals and businesses.- ✔2 Financial Advisers
- 🪧0 Miles
- 📍London
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Roatan Consulting Limited
- FCA reg no.
- 935219
- FCA authorised date:
- 04/01/21
Roatan Consulting Limited, based in London City, specializes in expert financial services including pensions retirement advice and financial planning. Regulated by the FCA, they offer trusted, bespoke advice tailored to individual client needs.- ✔1 Financial Adviser
- 🪧0 Miles
- 📍London
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ADVICESMITH LTD.
- FCA reg no.
- 718256
- FCA authorised date:
- 01/03/16
London-based ADVICESMITH LTD, an authorised financial advisory firm, provides comprehensive financial planning services with a focus on life, investments, and pension retirement advice, known for its client-focused approach.- ✔1 Financial Adviser
- 🪧0 Miles
- 📍London
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Portfolio Wealth Advice Limited
- FCA reg no.
- 722685
- FCA authorised date:
- 16/02/16
Portfolio Wealth Advice Ltd is a London-based, FCA registered financial firm renowned for expert life and financial investment advice, especially in pensions retirement planning. Their client-focused approach ensures a secure financial future.- ✔1 Financial Adviser
- 🪧0 Miles
- 📍London
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WHITWORTH FINANCIAL PLANNING LIMITED
- FCA reg no.
- 716330
- FCA authorised date:
- 04/01/16
London-based WHITWORTH FINANCIAL PLANNING LIMITED provides expert, regulated advice on life investments, pensions, and retirement planning, with a dedicated team committed to securing clients' financial futures.- ✔1 Financial Adviser
- 🪧0 Miles
- 📍London
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Witham Phoenix Limited
- FCA reg no.
- 937741
- FCA authorised date:
- 01/03/21
London-based Witham Phoenix Limited offers regulated financial services, including life investments and retirement advice. Their client-oriented approach delivers tailored strategies for clients in greater London.- ✔1 Financial Adviser
- 🪧0 Miles
- 📍London
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